Premier Health

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	C	U.S. All Cap	12	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2060 Fund Advisor Class	TRRYX	C	U.S. All Cap	14	0%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	C	U.S. All Cap	14	0.25%
Columbia Large Cap Index Fund Class Z	NINDX	C	U.S. Large Cap	15	0.2%
Parnassus Core Equity Fund - Investor Shares	PRBLX	C	U.S. Large Cap	15	0.87%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
The Hartford MidCap Fund Class Y	HMDYX	F+	U.S. Mid Cap	18	0.77%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Prudential Jennison Small Company Fund Class A	PGOAX	A+	U.S. Mid Cap	20	1.15%
T. Rowe Price Retirement 2005 Fund Advisor Class	PARGX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2015 Fund Advisor Class	PARHX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	C	U.S. All Cap	10	0.25%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
U.S. Equities - Value
Oakmark Equity And Income Fund Class II	OARBX	B++	U.S. All Cap - Value	13	1.1%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
John Hancock Funds Disciplined Value Mid Cap Fund Class I	JVMIX	D++	U.S. Mid Cap - Value	20	0.89%
Delaware Small Cap Value Fund Institutional Class	DEVIX	C++	U.S. Small Cap - Value	25	1%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
American Funds New World Fund Class R-3	RNWCX	A	Emerging Markets	16	1.34%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Loomis Sayles Core Plus Bond Fund Class A	NEFRX	C	Bond - U.S. Corporate	3	0.79%
Loomis Sayles Bond Fund Admin Class	LBFAX	A	Bond - U.S. Corporate	4	1.18%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information